Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.64K+ 1.22% |
$78.9K - $87.8K
|
219K
$7.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
245+ 3.35% |
$7.32K - $8.14K
|
7.55K
$264K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$598 - $665
|
20
$698
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.66K- 10.72% |
$109K - $122K
|
30.5K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-162- 16.68% |
$4.84K - $5.38K
|
809
$28.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
567+ 8.57% |
$16.9K - $18.8K
|
7.18K
$251K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-123K- 99.55% |
$3.68M - $4.09M
|
559
$19.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
203New |
$6.07K - $6.75K
|
203
$7.09K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-323- 3.7% |
$9.65K - $10.7K
|
8.41K
$294K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.99K- 0.39% |
$59.3K - $66K
|
507K
$17.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
238New |
$7.11K - $7.91K
|
238
$8.31K
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.42K- 3.65% |
$222K - $247K
|
196K
$6.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
569New |
$17K - $18.9K
|
569
$19.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.51K+ 16.99% |
$45.1K - $50.1K
|
10.4K
$363K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.75K- 14.02% |
$142K - $158K
|
29.1K
$1.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 7.26% |
$32.6K - $36.2K
|
13.9K
$486K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-197- 12.6% |
$6.11K - $6.81K
|
1.37K
$47.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-19.6K- 75.28% |
$609K - $679K
|
6.44K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
869New |
$27K - $30.1K
|
869
$30.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-474- 3.92% |
$14.7K - $16.4K
|
11.6K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22.1KNew |
$685K - $763K
|
22.1K
$770K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$220K - $245K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
25.1KNew |
$780K - $870K
|
25.1K
$878K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-7.7KClosed |
$239K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
720New |
$22.3K - $24.9K
|
720
$25.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-362Closed |
$11.2K - $12.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.41K- 15.69% |
$43.7K - $48.7K
|
7.56K
$264K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16.8KNew |
$523K - $583K
|
16.8K
$588K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-730- 46.26% |
$22.7K - $25.3K
|
848
$29.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-118K- 19.69% |
$3.66M - $4.08M
|
481K
$16.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
6.99KNew |
$217K - $242K
|
6.99K
$244K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.52K+ 12.7% |
$264K - $295K
|
75.6K
$2.64M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-269- 3.9% |
$8.35K - $9.3K
|
6.62K
$231K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$400K - $446K
|
12.9K
$450K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-206- 0.27% |
$6.39K - $7.13K
|
76.6K
$2.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-32.4K- 99.98% |
$1M - $1.12M
|
8
$279
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-31.7KClosed |
$985K - $1.1M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
403New |
$12.5K - $13.9K
|
403
$14.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
29New |
$900 - $1K
|
29
$1.01K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-132- 1.79% |
$4.1K - $4.57K
|
7.25K
$253K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.92KClosed |
$184K - $205K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5.59KClosed |
$174K - $193K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
81New |
$2.51K - $2.8K
|
81
$2.83K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.61KNew |
$205K - $229K
|
6.61K
$231K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-3.9KClosed |
$121K - $135K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-11.8K- 84.23% |
$364K - $423K
|
2.21K
$77K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.91KClosed |
$182K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-20Closed |
$618 - $719
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-53Closed |
$1.64K - $1.91K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 43.94% |
$15.4K - $18K
|
638
$22.3K
|
|